Vinay Paharia
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| Union Flexi Cap Fund UNION · Flexi Cap | fund manager | Apr 2018 | Dec 2022 | 57 | 15.0% p.a. | 12.3% p.a. | +2.69 pp | 100% of 21 |
| Union Small Cap Fund UNION · Small Cap | fund manager | Apr 2018 | Dec 2022 | 57 | 14.7% p.a. | 16.1% p.a. | −1.45 pp | 76% of 21 |
| Union Balanced Advantage Fund UNION · Dynamic Asset Allocation or Balanced Advantage | fund manager | Apr 2018 | Dec 2022 | 57 | 10.8% p.a. | 10.2% p.a. | +0.67 pp | 100% of 21 |
| Union Equity Savings Fund UNION · Equity Savings | fund manager | Jul 2018 | Dec 2022 | 54 | 7.7% p.a. | 7.5% p.a. | +0.17 pp | 24% of 17 |
| Union Value Fund UNION · Value | fund manager | Nov 2018 | Dec 2022 | 50 | 15.2% p.a. | 14.8% p.a. | +0.43 pp | 85% of 13 |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund UNION · ELSS | fund manager | Jun 2019 | Dec 2022 | 43 | 17.3% p.a. | 15.1% p.a. | +2.18 pp | 100% of 7 |
| Union Largecap Fund UNION · Large Cap | fund manager | Jun 2019 | Dec 2022 | 43 | 12.9% p.a. | 13.1% p.a. | −0.19 pp | 57% of 7 |
| Union Focused Fund UNION · Focused | fund manager | Jul 2019 | Dec 2022 | 42 | 20.0% p.a. | 19.2% p.a. | +0.84 pp | 100% of 5 |
| Union Large & Midcap Fund UNION · Large & Mid Cap | fund manager | Nov 2019 | Dec 2022 | 38 | 19.9% p.a. | 18.8% p.a. | +1.05 pp | 100% of 1 |
| Union Midcap Fund UNION · Mid Cap | fund manager | Mar 2020 | Dec 2022 | 34 | 43.9% p.a. | 39.1% p.a. | +4.84 pp | under 3 yrs |
| Union Aggressive Hybrid Fund UNION · Aggressive Hybrid | fund manager | Nov 2020 | Dec 2022 | 26 | 13.5% p.a. | 14.4% p.a. | −0.89 pp | under 3 yrs |
| Union Retirement Fund UNION · Retirement | fund manager | Sep 2022 | Dec 2022 | 4 | 2.8% | 2.1% | +0.71 pp | under 3 yrs |
| Union Multicap Fund UNION · Multi Cap | fund manager | Nov 2022 | Dec 2022 | 2 | — | — | — | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Nothing on this page ranks anyone.